To create a new order, click the ‘Create Order’ button at the top right of your dashboard.
Use the search bar to assign the order to an existing customer or use the ‘+’ button to create a new customer.
If selecting an existing customer, their details will populate at the top of your dashboard. If creating a new customer, you will need to provide their details including name, contact details, address, and business details.
Add products to your order by searching either by product code or product name. Multiple products can be added by clicking 'Add Line Items'. Adjust the quantity by editing the ‘Qty’ field. To change the price, simply edit the amount in the ‘Price’ field and the line total will automatically be calculated.
Next, add in any discounts or shipping costs. To apply a discount, enter either a percentage (%) or dollar ($) amount in the relevant field. Shipping costs can be added by entering a dollar ($) amount into the ‘Shipping’ field. Your final total will now be displayed.
Once you are happy with your order details, click ‘Save’ at the bottom right. Your order will now be saved as a Draft Sales Order.
How to view your sales orders
You can access your Spenda account by visiting https://my.spenda.co/ Once logged in, select the module ‘Sales Orders’ under the ‘Selling’ column. On your dashboard you will be able to view all your orders, with the ability to filter via status, ...
How to send a sales order as a quote
Whether you are processing B2B sales from your online marketplace, or placing goods on backorder from the trading desk, Spenda's Sales Order Management software allows you to send your customer a quote of their order in just a few clicks. To do ...
How to generate an Invoice for a Sales Order
At the time of finalising Packing stage, an invoice will be automatically generated. If you wish to do this earlier in the process, open a Sales Order from the Sales Order Management home screen. From this screen you can either; Delete the order, ...
About Spenda’s Sales Order Management tool
Spenda’s Sales Order Management System is a digital solution and online portal that enables businesses to easily manage pricing, distribution, payments and tracking of shipments. Consolidate orders sold in-store via point of sale, online or by a ...
How to send an order to the picking stage
You can easily manage the entire process of your sales workflow, including the picking stage. To do this, begin by creating an order or selecting a 'Draft' sales order from your list. You can see the order status in the far-right column on your ...